View ValuationRCS MediaGroup 将来の成長Future 基準チェック /06現在、 RCS MediaGroupの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Media 収益成長30.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Lead Independent Director Federica Calmi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €265.2m (up 2.0% from 2Q 2023). Net income: €35.5m (up 11% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: €0.003 loss per share. Revenue: €168.9m (down 5.7% from 1Q 2023). Net loss: €1.60m (loss narrowed 11% from 1Q 2023).Upcoming Dividend • May 13Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (5.5%).お知らせ • Mar 30RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Agenda: To consider Financial statements at December 31, 2023, Directors' Report on Operations, Independent Auditors' Report, Report of the Board of Statutory Auditors, Presentation of the consolidated financial statements at December 31, 2023; to consider Appointment of the Board of Statutory Auditors; to consider Report on the Remuneration Policy and compensation paid pursuant to Article 123-ter of Legislative Decree 58/1998; to consider Authorization to purchase and dispose of treasury shares pursuant to Article 2357 et seq. of the Italian Civil Code subject to revocation of the prior shareholders' resolution; and to consider Proposal to introduce the possibility to held the Shareholders' meeting exclusively through the so called Appointed Representative and to held the Shareholders' meeting, as well as the Board of Directors' meeting and the Board of Statutory Auditors' meeting, by means of telecommunication.Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €828.0m (down 2.0% from FY 2022). Net income: €57.0m (up 14% from FY 2022). Profit margin: 6.9% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses.Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €167.6m (down 4.0% from 3Q 2022). Net loss: €2.50m (loss widened 400% from 3Q 2022).Reported Earnings • Aug 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €260.1m (flat on 2Q 2022). Net income: €32.1m (up 29% from 2Q 2022). Profit margin: 12% (up from 9.5% in 2Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: €0.003 loss per share. Revenue: €179.1m (down 2.5% from 1Q 2022). Net loss: €1.80m (loss widened 157% from 1Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 15Upcoming dividend of €0.06 per share at 7.7% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (6.5%).Reported Earnings • Mar 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €845.0m (flat on FY 2021). Net income: €50.1m (down 31% from FY 2021). Profit margin: 5.9% (down from 8.6% in FY 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 5 independent directors (7 non-independent directors). Lead Independent Director Benedetta Corazza was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • May 09Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.3%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (7.2%).Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €188.2m (up 8.0% from 3Q 2020). Net income: €7.80m (up 77% from 3Q 2020). Profit margin: 4.1% (up from 2.5% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 03Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €247.4m (up 67% from 2Q 2020). Net income: €41.9m (up €47.8m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €174.4m (up 1.8% from 1Q 2020). Net loss: €3.20m (loss narrowed 48% from 1Q 2020).Upcoming Dividend • May 10Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.9%).Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €749.5m (down 19% from FY 2019). Net income: €31.7m (down 54% from FY 2019). Profit margin: 4.2% (down from 7.4% in FY 2019). The decrease in margin was driven by lower revenue.お知らせ • Mar 20RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021, at 10:30 Central European Standard Time. Location: Rizzoli 8 Milan Italy Agenda: To consider financial statements at December 31, 2020; To consider directors' report on operations; independent auditors' report; to consider report of the board of statutory auditors; to consider presentation of the consolidated financial statements at December 31, 2020; and to consider report on the remuneration policy and compensation paid under article 123-ter of legislative decree 58/1998; to consider appointment of the board of statutory auditors.Is New 90 Day High Low • Feb 19New 90-day high: €0.60The company is up 8.0% from its price of €0.55 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.09 per share.Is New 90 Day High Low • Nov 28New 90-day high: €0.58The company is up 5.0% from its price of €0.55 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.98 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.6% while the growth in Media industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 22New 90-day low: €0.49The company is down 20% from its price of €0.61 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.Is New 90 Day High Low • Sep 19New 90-day low: €0.52The company is down 17% from its price of €0.62 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、RCS MediaGroup は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:HPI2 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202678855N/AN/AN/A12/31/2025788557397N/A9/30/202580062N/AN/AN/A6/30/202581163113139N/A3/31/202582063N/AN/AN/A12/31/20248196295116N/A9/30/202482461N/AN/AN/A6/30/20248236190112N/A3/31/202481857N/AN/AN/A12/31/2023828577093N/A9/30/202383254N/AN/AN/A6/30/202383956-2460N/A3/31/202384149N/AN/AN/A12/31/2022845501393N/A9/30/202285650N/AN/AN/A6/30/202287058126144N/A3/31/202285575N/AN/AN/A12/31/202184672117135N/A9/30/202186686N/AN/AN/A6/30/20218528287104N/A3/31/202175335N/AN/AN/A12/31/2020750328398N/A9/30/202074320N/AN/AN/A6/30/20207681897111N/A3/31/202088958N/AN/AN/A12/31/201992469N/A137N/A9/30/201993674N/AN/AN/A6/30/201994878N/A134N/A3/31/201996684N/AN/AN/A12/31/201897685N/A127N/A9/30/2018951103N/AN/AN/A6/30/201892893N/A132N/A3/31/201889983N/AN/AN/A12/31/201789671N/A98N/A9/30/201791741N/AN/AN/A6/30/201793630N/A100N/A3/31/201796211N/AN/AN/A12/31/2016968-5N/A89N/A9/30/2016999-70N/AN/AN/A6/30/20161,017-78N/A67N/A3/31/20161,023-129N/AN/AN/A12/31/20151,032-137N/A30N/A9/30/20151,036-93N/A32N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HPI2の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: HPI2の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: HPI2の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: HPI2の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: HPI2の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HPI2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/21 04:20終値2026/07/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋RCS MediaGroup S.p.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Andrea DevitaBanca Akros S.p.A. (ESN)Giuseppe MarsellaBNP ParibasRoberta CiacciaBNP Paribas4 その他のアナリストを表示
New Risk • May 27New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Director Benedetta Corazza was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 20, 2026RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Lead Independent Director Federica Calmi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26RCS MediaGroup S.p.A. announces Annual dividend, payable on May 21, 2025RCS MediaGroup S.p.A. announced Annual dividend of EUR 0.0700 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Nov 12Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €168.2m (flat on 3Q 2023). Net loss: €1.80m (loss narrowed 28% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €265.2m (up 2.0% from 2Q 2023). Net income: €35.5m (up 11% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Jun 30New major risk - Revenue and earnings growthEarnings have declined by 2.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: €0.003 loss per share. Revenue: €168.9m (down 5.7% from 1Q 2023). Net loss: €1.60m (loss narrowed 11% from 1Q 2023).
Upcoming Dividend • May 13Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (5.5%).
お知らせ • Mar 30RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024RCS MediaGroup S.p.A., Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Agenda: To consider Financial statements at December 31, 2023, Directors' Report on Operations, Independent Auditors' Report, Report of the Board of Statutory Auditors, Presentation of the consolidated financial statements at December 31, 2023; to consider Appointment of the Board of Statutory Auditors; to consider Report on the Remuneration Policy and compensation paid pursuant to Article 123-ter of Legislative Decree 58/1998; to consider Authorization to purchase and dispose of treasury shares pursuant to Article 2357 et seq. of the Italian Civil Code subject to revocation of the prior shareholders' resolution; and to consider Proposal to introduce the possibility to held the Shareholders' meeting exclusively through the so called Appointed Representative and to held the Shareholders' meeting, as well as the Board of Directors' meeting and the Board of Statutory Auditors' meeting, by means of telecommunication.
Reported Earnings • Mar 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €828.0m (down 2.0% from FY 2022). Net income: €57.0m (up 14% from FY 2022). Profit margin: 6.9% (up from 5.9% in FY 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Nov 13Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €167.6m (down 4.0% from 3Q 2022). Net loss: €2.50m (loss widened 400% from 3Q 2022).
Reported Earnings • Aug 03Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €260.1m (flat on 2Q 2022). Net income: €32.1m (up 29% from 2Q 2022). Profit margin: 12% (up from 9.5% in 2Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: €0.003 loss per share. Revenue: €179.1m (down 2.5% from 1Q 2022). Net loss: €1.80m (loss widened 157% from 1Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 15Upcoming dividend of €0.06 per share at 7.7% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (6.5%).
Reported Earnings • Mar 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €845.0m (flat on FY 2021). Net income: €50.1m (down 31% from FY 2021). Profit margin: 5.9% (down from 8.6% in FY 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 5 independent directors (7 non-independent directors). Lead Independent Director Benedetta Corazza was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • May 09Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 8.3%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (7.2%).
Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €188.2m (up 8.0% from 3Q 2020). Net income: €7.80m (up 77% from 3Q 2020). Profit margin: 4.1% (up from 2.5% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 03Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €247.4m (up 67% from 2Q 2020). Net income: €41.9m (up €47.8m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €174.4m (up 1.8% from 1Q 2020). Net loss: €3.20m (loss narrowed 48% from 1Q 2020).
Upcoming Dividend • May 10Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.9%).
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €749.5m (down 19% from FY 2019). Net income: €31.7m (down 54% from FY 2019). Profit margin: 4.2% (down from 7.4% in FY 2019). The decrease in margin was driven by lower revenue.
お知らせ • Mar 20RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021RCS MediaGroup S.p.A., Annual General Meeting, Apr 29, 2021, at 10:30 Central European Standard Time. Location: Rizzoli 8 Milan Italy Agenda: To consider financial statements at December 31, 2020; To consider directors' report on operations; independent auditors' report; to consider report of the board of statutory auditors; to consider presentation of the consolidated financial statements at December 31, 2020; and to consider report on the remuneration policy and compensation paid under article 123-ter of legislative decree 58/1998; to consider appointment of the board of statutory auditors.
Is New 90 Day High Low • Feb 19New 90-day high: €0.60The company is up 8.0% from its price of €0.55 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.09 per share.
Is New 90 Day High Low • Nov 28New 90-day high: €0.58The company is up 5.0% from its price of €0.55 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.98 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.6% while the growth in Media industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 22New 90-day low: €0.49The company is down 20% from its price of €0.61 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.
Is New 90 Day High Low • Sep 19New 90-day low: €0.52The company is down 17% from its price of €0.62 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.